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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $70,366-100.0% | $66,674-100.0% | $138,895-100.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | -95.53% | 386.41%-481.9pp | 321.24%-416.8pp | 145.39%-240.9pp |
| Employer contribution / active EE | $4,037 | $2,765+46.0% | $2,620+54.1% | $4,194-3.8% |
| Participant deferral / active EE | $15,121 | $4,374+245.7% | $4,084+270.3% | $6,396+136.4% |
| Admin fee / account holder | $9,038 | $5,262+71.7% | $5,098+77.3% | $12,562-28.1% |